Sun Life Financial’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Sun Life Financial’s Portfolio JNK Stock Details JNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-168,000	Closed	-$15.4M	–	31
2024 Q1	$15.4M	Buy	+168,000	New	+$15.9M	0.97%	16
2023 Q2	–	Sell	-168,000	Closed	-$15.4M	–	54
2023 Q1	$15.4M	Buy	+168,000	New	+$15.4M	1.09%	14

Other funds holding JNK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sun Life Financial's JNK Position: Q2 2024 in Review

Sun Life Financial sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q2 2024, closing a stake of 168,000 shares — an estimated $15.4M sold.

Sun Life Financial first reported a position in JNK in Q1 2023 and held it in 2 quarters. The position peaked at $15.4M in Q1 2023. 539 funds tracked by Wall St. Rank hold JNK as of Q2 2024.

Sun Life Financial reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
Sun Life Financial sold 168,000 State Street SPDR Bloomberg High Yield Bond ETF shares in Q2 2024, an estimated $15.4M.
Sun Life Financial first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2023 and held it in 2 quarters.
Sun Life Financial's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $15.4M in Q1 2023.
539 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q2 2024.

Based on Sun Life Financial's 13F filing for Q2 2024, filed 12 Aug 2024.